BIC
SONY icon

Beach Investment Counsel’s Sony SONY Stock Holding History

Beach Investment Counsel’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,125
Closed -$211K – 235
2024
Q1 		$211K Hold
11,125
– – 0.03% 141
2023
Q4 		$211K Buy
+11,125
New +$193K 0.03% 141
2023
Q3 		– Sell
-11,125
Closed -$200K – 156
2023
Q2 		$200K Hold
11,125
– – 0.02% 152
2023
Q1 		$202K Sell
11,125
-4,000
-26% -$69.3K 0.03% 147
2022
Q4 		$231K Buy
+15,125
New +$226K 0.03% 143
2022
Q3 		– Sell
-15,125
Closed -$247K – 154
2022
Q2 		$247K Hold
15,125
– – 0.03% 142
2022
Q1 		$311K Hold
15,125
– – 0.03% 144
2021
Q4 		$382K Hold
15,125
– – 0.05% 119
2021
Q3 		$335K Hold
15,125
– – 0.03% 149
2021
Q2 		$294K Buy
+15,125
New +$306K 0.03% 155

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return